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Haverty Furniture Companies

152 hedge funds and large institutions have $416M invested in Haverty Furniture Companies in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

32% more capital invested

Capital invested by funds: $315M → $416M (+$101M)

9% more funds holding

Funds holding: 140152 (+12)

1.56% more ownership

Funds ownership: 88.53%90.09% (+1.6%)

29% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 58

57% less call options, than puts

Call options by funds: $592K | Put options by funds: $1.39M

Holders
152
Holders Change
+12
Holders Change %
+8.57%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
41
Reduced
58
Closed
16
Calls
$592K
Puts
$1.39M
Net Calls
-$794K
Net Calls Change
-$816K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$75.2M +$189K +7,152 +0.3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$36.2M -$399K -15,098 -1%
Renaissance Technologies
3
Renaissance Technologies
New York
$33.3M -$1.76M -66,800 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$30.2M +$40.7K +1,540 +0.1%
LSV Asset Management
5
LSV Asset Management
Illinois
$25.1M -$541K -20,500 -2%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$17.9M +$4.34M +164,543 +34%
Northern Trust
7
Northern Trust
Illinois
$16.9M -$460K -17,437 -3%
State Street
8
State Street
Massachusetts
$15.2M -$1.27M -48,091 -8%
OAM
9
Ophir Asset Management
Australia
$12.3M +$11.7M +444,869 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$9.64M +$1.4M +52,896 +18%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$9.59M
JP Morgan Chase
12
JP Morgan Chase
New York
$7.5M -$194K -7,347 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$7.39M +$211K +7,977 +3%
Charles Schwab
14
Charles Schwab
California
$7.34M -$341K -12,924 -5%
Goldman Sachs
15
Goldman Sachs
New York
$7.06M +$1.22M +46,392 +22%
Wells Fargo
16
Wells Fargo
California
$6.35M +$4.87M +184,622 +411%
Grantham, Mayo, Van Otterloo & Co (GMO)
17
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.45M -$3.9M -147,700 -48%
Invesco
18
Invesco
Georgia
$4.15M +$81.1K +3,073 +2%
CAMG
19
CWA Asset Management Group
Florida
$3.98M
MOACM
20
Mutual of America Capital Management
New York
$3.93M -$1.95M -73,811 -34%
Millennium Management
21
Millennium Management
New York
$3.68M -$3.45M -130,702 -50%
Principal Financial Group
22
Principal Financial Group
Iowa
$3.49M -$180K -6,812 -5%
BCM
23
Bridgeway Capital Management
Texas
$2.74M
Citadel Advisors
24
Citadel Advisors
Florida
$2.67M +$1.63M +61,895 +179%
PPA
25
Parametric Portfolio Associates
Washington
$2.56M +$62.1K +2,352 +3%

HVT Hedge Fund Activity: Q4 2020 in Review

152 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Haverty Furniture Companies (HVT) for Q4 2020, worth a combined $416M — up 32% from $315M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HVT positions and 16 closed out — a net gain of 12 holders — while 41 added to existing stakes and 58 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.87M. The largest seller was GMT Capital, exiting entirely with an estimated $5.41M sold.

  • 152 institutional investors held Haverty Furniture Companies (HVT) as of Q4 2020, up from 140 in Q3 2020.
  • Funds reported $416M of Haverty Furniture Companies stock for Q4 2020, up 32% quarter-over-quarter.
  • 28 funds opened new Haverty Furniture Companies positions in Q4 2020 and 16 closed out, a net change of +12 holders.
  • The largest Haverty Furniture Companies buyer in Q4 2020 was Wells Fargo, an estimated $4.87M added.
  • The largest Haverty Furniture Companies seller in Q4 2020 was GMT Capital, an estimated $5.41M sold.

Based on aggregated 13F filings for Q4 2020.